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Top 5 Reason to Be in a Medicare Supplement Medigap Plan
Deciding whether to switch from a Medicare Advantage plan to a Medigap (Medicare Supplement) plan depends on your individual needs and preferences.
Oct 1, 2024
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Jeff Martinez, CRPC®
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Top 5 Reason to Be in a Medicare Supplement Medigap Plan
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September 2024
T-Bill & Chill, Adios
Say Goodbye
Sep 10, 2024
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Jeff Martinez, CRPC®
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T-Bill & Chill, Adios
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July 2024
The Magic of the USD Global Reserve
Everybody loves a good magic show.
Jul 12, 2024
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Jeff Martinez, CRPC®
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The Magic of the USD Global Reserve
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The Presidential Debate and Your Money
The recent Presidential Debate has left many Americans feeling anxious and fearful.
Jul 3, 2024
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Jeff Martinez, CRPC®
1
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The Presidential Debate and Your Money
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May 2024
The Champion of Medicare
Building a Strong Medicare Plan Foundation
May 23, 2024
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Jeff Martinez, CRPC®
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The Champion of Medicare
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February 2024
The Exchange Fund Swap Mistake
Tried, True and Tested from the 1700's
Feb 21, 2024
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Jeff Martinez, CRPC®
2
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The Exchange Fund Swap Mistake
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January 2024
Behold a Golden Horse & Bitcoin Will Follow
Crypto, the latest and greatest craze.
Jan 30, 2024
•
Jeff Martinez, CRPC®
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Behold a Golden Horse & Bitcoin Will Follow
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2024 Year of the AI Dragon
Get Your Financial Shields Out
Jan 4, 2024
•
Jeff Martinez, CRPC®
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2024 Year of the AI Dragon
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October 2023
Medicare and Your Financial Advisor
AEP Merry or Scary
Oct 6, 2023
•
Jeff Martinez, CRPC®
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Medicare and Your Financial Advisor
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August 2023
Can You Trust a Bank Today with $250K or More?
Recently we saw the FDIC release a letter to the general public regarding banks under reporting their uninsured balances. Although banks are highly…
Aug 4, 2023
•
Jeff Martinez, CRPC®
2
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Can You Trust a Bank Today with $250K or More?
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July 2023
Happy 4th of July
The Freedom to Invest
Jul 4, 2023
•
Jeff Martinez, CRPC®
2
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Happy 4th of July
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June 2023
Bank You
The Trusted Trusted Bank
Jun 26, 2023
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Jeff Martinez, CRPC®
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Bank You
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Treveri Capital’s Response to the SEC’s Reopen Comment Redefinition of “Exchange” and Alternative Trading Systems (ATS)
Being highly experienced in the US capital market structure and Reg NMS, Treveri Capital’s 2nd response to the SEC’s redefinition of “Exchange” and…
Jun 14, 2023
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Jeff Martinez, CRPC®
1
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Treveri Capital’s Response to the SEC’s Reopen Comment Redefinition of “Exchange” and Alternative Trading Systems (ATS)
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April 2023
Dinosaurs and Pension Runs
Dinosaurs once roamed earth many years ago.
Apr 6, 2023
•
Jeff Martinez, CRPC®
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Dinosaurs and Pension Runs
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March 2023
How Safe is Your Cash
Bank Alternatives for Cash
Mar 14, 2023
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Jeff Martinez, CRPC®
1
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How Safe is Your Cash
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February 2023
5 Ways Life Insurance Can Help With Living Benefits
Life insurance policies can also provide living benefits, which allow policyholders to access their death benefit while they are still alive.
Feb 21, 2023
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Jeff Martinez, CRPC®
1
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5 Ways Life Insurance Can Help With Living Benefits
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The New Income Investors
The gift that keeps on giving.
Feb 18, 2023
•
Jeff Martinez, CRPC®
2
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The New Income Investors
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Crypto Staking Alternative Investing
Crypto staking is a newer type of investment strategy that started in the crypto mining world of proof of stake (PoS) and proliferated. It’s pretty…
Feb 12, 2023
•
Jeff Martinez, CRPC®
1
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Crypto Staking Alternative Investing
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January 2023
The Medicare Maze
Welcome to the world of Medicare.
Jan 27, 2023
•
Jeff Martinez, CRPC®
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The Medicare Maze
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August 2022
Best Time to Backdoor a Roth IRA
Bears are interesting animals.
Aug 30, 2022
•
Jeff Martinez, CRPC®
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Best Time to Backdoor a Roth IRA
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Dragflation
A combination of a dragging economy and inflation is Dragflation.
Aug 16, 2022
•
Jeff Martinez, CRPC®
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Dragflation
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